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Virginia Asset Group recognizes that providing high-quality customer service is an essential part of helping you to achieve your goals. Therefore, we believe in understanding your unique needs, values and goals before recommending any financial strategies.
We believe a sound investment plan begins with an individual’s investment policy statement, which outlines the financial objectives for the portfolio as well as any other pertinent information such as the investor’s asset allocation, annual contributions to the portfolio, planned expenditures, and time horizon.
Answers to many of our customers’ most frequently asked questions about Financial Planning and Investments can be found by selecting the link below.